U.S. federal trademark · Serial No. 78231741 · Reg. No. 487544
family office services, investment management, investment strategies and policies, estate planning, financial planning, risk management, compliance and reporting, asset allocation, manager selection, budget and cash flow management, performance monitoring and analysis; family office services, investment management, investment strategies and policies, estate planning, financial planning, risk management, compliance and reporting, asset allocation, manager selection, budget and cash flow management, performance monitoring and analysis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.